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Zinc prices are weakening,The regulation of rare earths and lithium-ion batteries reshapes the global supply chain
Qin Wei
（The author is a senior technical expert in ceramic colors and glazes.）
In September, Shanghai zinc futures showed a trend ofconsolidation first and then a breakdown. After the dissipation of macro disturbances, the trading logic returned to fundamentals. The falsification of the consumption peak season led to inventory accumulation, and the pattern of oversupply of domestic zinc ingots continued, keeping prices under sustained pressure. Although smelting profits were squeezed by the decline in zinc prices, the revenue from by-products still supported a profit of over 1,000 yuan per ton, maintaining high enthusiasm for production.In October, with the resumption of production at the capacity that had undergone maintenance, the supply of refined zinc may further increase. However, the expected production cut at northern mines and weak consumption will form along-short game. The market will continue the characteristic of weak performance domestically and strong performance internationally.
On October 9, 2025, China's Ministry of Commerce and General Administration of Customs jointly announced that they would impose export controls on medium and heavy rare earths, lithium battery materials, and production equipment starting from November 8. This marks the beginning of a profound restructuring of the global high-tech industrial chain.China controls 70% of the world's rare earth mining, 90% of rare earth separation and processing, and 93% of magnet manufacturing. Meanwhile, it supplies over 70% of global battery materials and 60% of power batteries. This round of export controls directly targets the weaknesses of Western countries in rare earth smelting and lithium battery technology, aiming to accelerate the reshuffling of the global industrial pattern through a "technological stranglehold" strategy.
Taken together, the zinc market features the coexistence of supply games and weak consumption, while China's rare earth controls have triggered the restructuring of the global industrial chain. The United States has invested 1 billion U.S. dollars in the layout of critical minerals, Europe and Japan are accelerating the R&D of rare earth-free technologies, and India is advancing the localization of rare earths. This industrial chain migration, spanning from exploration to manufacturing, requires huge investment and long-term technological accumulation, and will reshape the global industrial pattern.
(Original article. Reproduction without authorization is prohibited.)
Qin Wei: The ceramic color and glaze industry is entering a phase of in-depth adjustment and consolidation. Small and micro enterprises must recognize the reality and take the initiative to seek changes.First, they should firmly pursue a route of product differentiation and functionalization, using technological added value to counteract market contraction.Second, they need to flexibly explore cooperation models with downstream ceramic enterprises, integrating into larger industrial ecosystems through mergers and acquisitions or equity participation.Third, they should timely expand into related technological fields and lay out potential growth points, such as new energy and special coatings.New vitality often breeds in the "cold winter". Only those enterprises that dare to break with tradition and proactively adapt to changes can survive this industry reshuffle and embrace the arrival of the next spring.
(Qin Wei, General Manager of Foshan Dassault Ceramic Technology Co., Ltd.)
Source: Ceramic Color & Glaze Network
Yin Hong:"At this year's Verona Stone Fair, I felt that the natural texture and high-end attribute of stone are still something that ceramic tiles cannot fully match, and this is also a direction that ceramic tiles need to work towards. In addition, I saw many light-transmitting stones, such as those with jade-like or agate-like textures, which share the same artistic conception as the light-transmitting sintered stone slabs we saw at the Bologna Fair. It is expected that light-transmitting sintered stone slabs will have a great impact on such stones next year. Furthermore, there were many stone products with acid-washed surfaces at this fair, and ceramic tiles have already done an excellent job in this aspect. Generally speaking, stone has always been the source of inspiration for ceramic tiles, and its development is worthy of ceramic tiles' learning. Stone promotes the progress of ceramic tiles; in turn, the development of ceramic tiles also promotes the upgrading of stone. This is an era of common development, which is also in line with the development direction of the entire building materials industry."
(Yin Hong,President of Foshan Ceramic Industry Association)
Source: Ceramic Industry News
Li Jiaduo: The purpose of formulating the Private Economy Promotion Law is to "optimize the development environment for the private economy, ensure that various economic entities participate in market competition fairly, and promote the healthy development of the private economy and the healthy growth of private economy practitioners". Only the government has the ability to "optimize the environment" and "ensure fair competition". This requires the attention of leaders, including training leading cadres at all levels from the central to local governments, and conducting public publicity through the media to create a situation where the government provides a fair competition environment. Only when government leaders at all levels understand the law can they abide by it; otherwise, everything is empty talk.
(Li Jiaduo - Deputy Secretary-General of Foshan Ceramic Association)
Source: WeChat
Pakistani Ceramics Merchants Suspend Expansion and Withdraw Agreements Due to Industry Saturation
Recently, the board of directors of Pakistani tile manufacturer Frontier Ceramics Limited has decided not to proceed with new expansion projects. It pointed out that the ceramics industry has reached a saturation point, and additional investments are unlikely to bring sufficient returns to shareholders. As part of this decision, the board has decided to halt the planned land acquisition for the new business division and withdraw the land acquisition agreement, which involves land valued at 1.13 billion rupees (approximately RMB 28.4534 million). Frontier Ceramics Limited has already paid an advance of 750 million rupees for this transaction. After discussions, the land transaction counterparty has agreed to refund 200 million rupees by May 2026, while the remaining amount (to be further negotiated) will be settled after June 30, 2026.
Source: Ceramic Information
Russia to Build a New Sanitary Ceramics Factory with an Investment of 45 Million Yuan
According to a recent announcement from Tomsk Economics of Russia, New Technologies LLC plans to construct a ceramics manufacturing plant in the northern part of the city by 2034. The plant will produce sanitary ware, tableware, and household appliances. The project has an investment of approximately 527.31 million rubles (equivalent to 46 million yuan), a total construction area of over 9,000 square meters, and will create 104 new jobs.
Source: Kitchen & Bathroom Information
Solux Technology: Net Profit Expected to Drop 50.11%-51.67% YoY in the First Three Quarters
On the evening of October 14, Solux Technology (Stock Code: 603992) released a performance forecast. It is expected that the company’s net profit attributable to shareholders of the listed company in the first three quarters of 2025 will be between 155 million yuan and 160 million yuan, a year-on-year (YoY) decrease of 50.11% to 51.67%. Its non-recurring profit and loss deducted net profit is expected to be between 123 million yuan and 128 million yuan, a YoY decrease of 56.73% to 58.42%.According to the announcement, the reasons for the company’s performance change are as follows:The company’s underlying business logic remained unchanged during the reporting period. Major customers’ projects and orders recovered steadily and showed positive trends, and the company’s operating performance improved quarter by quarter. The net profit attributable to shareholders in Q3 increased by 30% to 40% month-on-month (MoM).However, affected by the continuous changes in the international trade environment and macroeconomic situation, the revenue of the company’s main sales regions decreased YoY.The company believes that the current external disturbances are short-term impacts. Therefore, it continues to invest in R&D, market expansion and overseas base construction as planned to accumulate momentum for future development.
Source: China Securities Journal ·CS.com
【Nickel News Flash】
According to data released by the People's Bank of China, preliminary statistics show that the cumulative increment of social financing scale in the first three quarters of 2025 reached 30.09 trillion yuan, an increase of 4.42 trillion yuan compared with the same period last year. By the end of September, the balance of broad money (M2) stood at 335.38 trillion yuan, a year-on-year growth of 8.4%. In the first three quarters, RMB loans increased by 14.75 trillion yuan.
Source: Shanghai Nonferrous Metals Network
【Silicomanganese Morning News】
From the cost side, the coke market remains stable with no price adjustments for the time being; the manganese ore market operates weakly. Currently, the production cost of silicomanganese is in a state of "weak support".From the supply side, the silicomanganese futures market has fluctuated weakly recently, and market sentiment is cautious. The price gap between spot transactions in northern and southern regions is not significant. Most regional alloy plants have seen little fluctuation in production. However, in Yunnan, affected by the end of the high-water season, electricity prices are about to rise, which will significantly increase the total production cost of silicomanganese. It is expected that the operating rate of silicomanganese in Yunnan will gradually decline in the follow-up, and the current market is dominated by a wait-and-see attitude.From the demand side, downstream buyers have a strong sentiment of pressing for price reductions, and the market has not shown the active transaction scenario that should appear in the peak season. Hebei Iron and Steel Group’s first round of inquiry for silicomanganese in October is 5,750 yuan/ton. Compared with the silicomanganese pricing in September (6,000 yuan/ton), there is a large drop. The market is waiting for the steel procurement pricing to provide price guidance for the silicomanganese market. The stainless steel market has not shown an obvious upward trend, and market practitioners generally feel that the overall atmosphere is relatively sluggish.Overall, the silicomanganese market operates weakly on the whole, with alloy plants having a strong wait-and-see sentiment. For the future silicomanganese alloy prices, it is necessary to pay attention to the guidance of steel procurement pricing on the market and the impact of economic conferences on the market.
Source: Shanghai Nonferrous Metals Network
Knights Bay Minerals Advances Oman Nickel Project and Reports High-Grade Exploration Results
UK-based company Knights Bay Minerals (KBM) is advancing the exploration work of its laterite nickel mine in Block 21, Oman, moving toward the goal of establishing the country’s first nickel pilot plant. Recent drilling activities have supported a resource estimate that could exceed 100 million tonnes. Initial grab samples have yielded high-grade results, with an average nickel content of 0.88%—surpassing the company’s cut-off grade. Metallurgical tests have also been highly successful, with “excellent” direct nickel recovery rates of 90% to 95% achieved in the tests. The next phase of the project involves pilot-scale refining of a 25-tonne bulk sample to produce mixed hydroxide precipitate (MHP), a key step in Oman’s strategy to develop its critical minerals industry.
Source: Shanghai Nonferrous Metals Network
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